+636.4%
ADI vs WMB
+315.8%
+320.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | -4.6% | +4.6% | -9.2% | -6.3% |
| 3M | -9.5% | +5.7% | -15.2% | -11.7% |
| 6M | +14.8% | +4.2% | +10.7% | +12.4% |
| YTD | +35.8% | +26.8% | +9.0% | +23.4% |
| 1Y | +48.9% | +34.7% | +14.3% | +31.8% |
| 3Y | +115.6% | +146.8% | -31.2% | +50.8% |
| 5Y | +135.1% | +285.0% | -149.9% | +38.2% |
| 10Y | +636.4% | +313.2% | +323.3% | +282.1% |
| All | +636.4% | +315.8% | +320.6% | +282.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling